Curtin Maritime 401(k) Profit Sharing Plan & Trust
Sponsored by Curtin Maritime · EIN 330781701 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 357
- With balances
- 381
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial, Llc | Investment advisory (participants), Recordkeeping | $36,939 |
| Paychex, Inc. | Investment advisory (participants), Recordkeeping | $23,205 |
| Principal Life Insurance | Contract administrator, Participant loan processing, Direct payment from the plan | $4,594 |
| Actuaries Unlimited Inc | Contract administrator, Direct payment from the plan | $330 |